Optimum Investment Advisors’s JetBlue JBLU Stock Holding History

Optimum Investment Advisors’s Portfolio JBLU Stock Details JBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,100	Closed	-$226K	–	940
2021 Q1	$226K	Buy	+11,100	New	+$192K	0.07%	243
2015 Q1	$58K	Hold	3,000	–	–	0.02%	480
2014 Q4	$48K	Hold	3,000	–	–	0.02%	515
2014 Q3	$32K	Hold	3,000	–	–	0.01%	553
2014 Q2	$33K	Hold	3,000	–	–	0.01%	563
2014 Q1	$26K	Hold	3,000	–	–	0.01%	471
2013 Q4	$26K	Hold	3,000	–	–	0.01%	475
2013 Q3	$20K	Buy	+3,000	New	+$19.4K	0.01%	499

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's JBLU Position: Q2 2021 in Review

Optimum Investment Advisors sold out of JetBlue (JBLU) in Q2 2021, closing a stake of 11,100 shares — an estimated $226K sold.

Optimum Investment Advisors first reported a position in JBLU in Q3 2013 and held it in 8 quarters. The position peaked at $226K in Q1 2021. 377 funds tracked by Wall St. Rank hold JBLU as of Q2 2021.

Optimum Investment Advisors reported no remaining JetBlue position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 11,100 JetBlue shares in Q2 2021, an estimated $226K.
Optimum Investment Advisors first reported a position in JetBlue in Q3 2013 and held it in 8 quarters.
Optimum Investment Advisors's JetBlue position peaked at $226K in Q1 2021.
377 funds tracked by Wall St. Rank held JetBlue as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.